Morgan Stanley
WES

Morgan Stanley’s Western Gas Partners Lp WES Stock Holding History

Morgan Stanley’s Portfolio WES Stock Details WES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,017,776
Closed -$43M – 6961
2018
Q4 		$43M Sell
1,017,776
-21,966
-2% -$977K 0.01% 895
2018
Q3 		$45.4M Sell
1,039,742
-294,553
-22% -$14.6M 0.01% 1017
2018
Q2 		$64.6M Sell
1,334,295
-1,097,358
-45% -$53.4M 0.02% 777
2018
Q1 		$104M Sell
2,431,653
-2,351,774
-49% -$114M 0.03% 569
2017
Q4 		$230M Buy
4,783,427
+611,946
+15% +$29.1M 0.06% 308
2017
Q3 		$214M Buy
4,171,481
+2,376,351
+132% +$123M 0.06% 294
2017
Q2 		$100M Buy
1,795,130
+346,790
+24% +$19.7M 0.03% 561
2017
Q1 		$87.6M Buy
1,448,340
+167,704
+13% +$10.4M 0.03% 630
2016
Q4 		$75.3M Sell
1,280,636
-249,615
-16% -$14.1M 0.02% 661
2016
Q3 		$84.2M Buy
1,530,251
+288,593
+23% +$14.5M 0.03% 589
2016
Q2 		$62.6M Sell
1,241,658
-101,489
-8% -$4.9M 0.02% 687
2016
Q1 		$58.3M Buy
1,343,147
+315,452
+31% +$11.6M 0.02% 678
2015
Q4 		$48.8M Sell
1,027,695
-411,629
-29% -$19.8M 0.02% 793
2015
Q3 		$67.4M Buy
1,439,324
+141,897
+11% +$8.02M 0.02% 637
2015
Q2 		$82.2M Buy
1,297,427
+346,902
+36% +$23.5M 0.03% 596
2015
Q1 		$62.6M Sell
950,525
-69,625
-7% -$4.81M 0.02% 720
2014
Q4 		$74.5M Buy
1,020,150
+98,526
+11% +$6.95M 0.03% 646
2014
Q3 		$69.1M Buy
921,624
+79,906
+9% +$6.05M 0.03% 668
2014
Q2 		$64.4M Buy
841,718
+386
+0% +$27.3K 0.03% 679
2014
Q1 		$55.7M Sell
841,332
-275,731
-25% -$17.1M 0.02% 704
2013
Q4 		$68.9M Buy
1,117,063
+285,019
+34% +$17.2M 0.03% 594
2013
Q3 		$50M Sell
832,044
-102,203
-11% -$6.2M 0.02% 679
2013
Q2 		$60.6M Buy
+934,247
New +$56M 0.03% 568

Other funds holding WES

HHAM
HITE Hedge Asset Management Braintree, Massachusetts $1.77B AUM 38.67% 1-Year Est. Return
CWA
Cypress Wealth Advisors San Francisco, California $87.4M AUM 8.8% 1-Year Est. Return
MAM
Marquette Asset Management Minneapolis, Minnesota $779M AUM 23.4% 1-Year Est. Return
AAA
Adams Asset Advisors Dallas, Texas $882M AUM 42% 1-Year Est. Return
NCM
New Capital Management Houston, Texas $439M AUM 16.55% 1-Year Est. Return
PFGIA
Patriot Financial Group Insurance Agency Westborough, Massachusetts $974M AUM 29.77% 1-Year Est. Return

Morgan Stanley's WES Position: Q1 2019 in Review

Morgan Stanley sold out of Western Gas Partners Lp (WES) in Q1 2019, closing a stake of 1,017,776 shares — an estimated $43M sold.

Morgan Stanley first reported a position in WES in Q2 2013 and held it in 23 quarters. The position peaked at $230M in Q4 2017. 7 funds tracked by Wall St. Rank hold WES as of Q1 2019.

  • Morgan Stanley reported no remaining Western Gas Partners Lp position as of Q1 2019 after selling out during the quarter.
  • Morgan Stanley sold 1,017,776 Western Gas Partners Lp shares in Q1 2019, an estimated $43M.
  • Morgan Stanley first reported a position in Western Gas Partners Lp in Q2 2013 and held it in 23 quarters.
  • Morgan Stanley's Western Gas Partners Lp position peaked at $230M in Q4 2017.
  • 7 funds tracked by Wall St. Rank held Western Gas Partners Lp as of Q1 2019.

Based on Morgan Stanley's 13F filing for Q1 2019, filed 15 May 2019.